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Berger Financial Group’s Global X Uranium ETF URA Stock Holding History

Berger Financial Group’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$806K Buy
18,443
+2,378
+15% +$120K 0.04% 239
2026
Q1 		$778K Buy
16,065
+3,982
+33% +$207K 0.04% 234
2025
Q4 		$516K Buy
12,083
+7,457
+161% +$361K 0.03% 289
2025
Q3 		$221K Buy
+4,626
New +$191K 0.01% 410

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Berger Financial Group's URA Position: Q2 2026 in Review

Berger Financial Group increased its Global X Uranium ETF (URA) stake by 15% in Q2 2026, buying an estimated $120K and bringing the position to 18,443 shares worth $806K. The position accounts for 0.04% of the portfolio, ranked #239.

Berger Financial Group first reported a position in URA in Q3 2025 and has held it in 4 quarters since. 530 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Berger Financial Group held 18,443 shares of Global X Uranium ETF worth $806K as of Q2 2026.
  • Berger Financial Group bought 2,378 Global X Uranium ETF shares in Q2 2026, an estimated $120K.
  • Global X Uranium ETF made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #239 holding.
  • Berger Financial Group first reported a position in Global X Uranium ETF in Q3 2025 and has held it in 4 quarters since.
  • 530 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.